The Heffernan Team
About Us
Will I have enough money for my retirement? Is my wealth protected?
On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.
We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.
Team Members
Amanda Madson
Operations Manager
Patty Haguewood
Executive Assistant
Nick Boyle
Client Service Manager
Michael Heffernan
Client Service Manager
Brandon Miles
Client Service Manager
Libby Roth
Client Service Manager
Sydney Schnitker
Client Service Manager
Bryanne Stotler
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Tax Policy Outlook with Tax Foundation’s Garrett Watson
The tax landscape is ever evolving, complicated and wrought with uncertainty as the political winds shift form election-to-election. With that…
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Does Your Trust Still Work if You Live Abroad?
By Aoifinn Devitt, Managing Director – Global Wealth Most trusts are created to reflect a family’s circumstances at a specific…
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Third Quarter 2026 Investment Update
Executive Summary The third quarter of 2026 reinforced a market environment in which economic resilience and corporate earnings have continued…